See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,403 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,488 | $79,700-46.7% | $153,485-72.3% | $74,495-43.0% |
| Participation rate | 97.8% | 69.8%+28.0pp | 77.1%+20.7pp | 67.2%+30.6pp |
| Annual return | 11.80% | 15.07%-3.3pp | 15.65%-3.9pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $3,523 | $4,016-12.3% | $5,039-30.1% | $2,623+34.3% |
| Participant deferral / active EE | $3,208 | $5,315-39.6% | $6,757-52.5% | $4,346-26.2% |
| Admin fee / account holder | $15 | $1,790-99.2% | $12,724-99.9% | $1,942-99.2% |